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Nuveen resources

Thought leadership: (11)

Document	Approval code	Audience	Piece Type	Expiration Date
Busting the myth of Social Security insolvency 01 Jul 2026 The truth is that Social Security is not going away, although it will need some big changes.	ML26-005075	Public	Advisor education - workbook	25 Jun 2027
Become the transition advisor every business owner needs 23 Jun 2026 Stepping into the role of team captain makes for strong and enduring client relationships.	ML26-005187	Financial professional use only	Brochure	02 Jul 2027
Gain powerful insights from business valuations 02 Jun 2026 Enhance your business now and set the stage for a successful transition.	ML26-004803	Public	Brochure	15 Jun 2027
Rethinking estate planning in an era of high exemptions 12 May 2026 Learn how stepped-up basis, annual gifting, and multi-generational strategies can help reduce the overall tax burden on your estat...	ML26-004668	Public	Advisor education - workbook	09 Jun 2027
Top wealth transfer questions for business owners 19 Nov 2025 Five important factors for business owners to consider.	ML25-008803	Public	Advisor education - workbook	21 Nov 2026
Tax optimization strategies for maximum impact 04 Nov 2025 Offer clients sound guidance with relevant tax strategies and timing.	ML25-009003	Financial professional use only	Advisor education - workbook	03 Dec 2026
A multiyear approach makes the most of tax smart strategies 14 Oct 2025 The deliberate timing of relevant strategies helps you optimize their benefits.	ML25-008900	Public	Advisor education - workbook	01 Dec 2026
Engaging the future high net worth client 03 Oct 2025 Nuveen’s proprietary generational investing study identifies the expectations of future high net worth clients.	ML25-007379	Public	Advisor education - workbook	06 Oct 2026
Give to get: Strengthen your referral network through education 04 Sep 2025 Leverage your professional relationships to serve your clients more comprehensively.	ML25-009295	Public	Advisor education - workbook	16 Dec 2026
Choosing the right investment vehicle 03 Jun 2025 Achieving your financial goals often starts with choosing an investment vehicle that closely aligns with your investing needs and ...	ML26-005061	Public	Brochure	03 Jun 2027

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